WFMPM
BNY

Woodley Farra Manion Portfolio Management’s Bank of New York Mellon BNY Stock Holding History

Woodley Farra Manion Portfolio Management’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-138
Closed -$5K – 117
2020
Q2 		$5K Sell
138
-246
-64% -$9K ﹤0.01% 320
2020
Q1 		$13K Buy
+384
New +$16.1K ﹤0.01% 255

Other funds holding BNY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's BNY Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Bank of New York Mellon (BNY) in Q3 2020, closing a stake of 138 shares — an estimated $5K sold.

Woodley Farra Manion Portfolio Management first reported a position in BNY in Q1 2020 and held it in 2 quarters. The position peaked at $13K in Q1 2020. 918 funds tracked by Wall St. Rank hold BNY as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Bank of New York Mellon position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 138 Bank of New York Mellon shares in Q3 2020, an estimated $5K.
  • Woodley Farra Manion Portfolio Management first reported a position in Bank of New York Mellon in Q1 2020 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's Bank of New York Mellon position peaked at $13K in Q1 2020.
  • 918 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.